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【Market View】Shortage will come in Q4?


Published Feb.13 2001,20:08 PM (GMT+8)

We expect the demand growth rate is around 50~55% YoY this year not as high as 70~75% YoY from most company's expectation. As the supply growth is also 50~55% YoY. Supply and demand will achieve balance in 3Q01. The tight supply/demand relationship will slightly create the image of shortage in 4Q01 after the inventory is cleaned up.


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